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In this episode, Kerry Fleming interviews Sanjee Narendran (Head of Funds Management & Education, Teaminvest) about his journey from stockbroking and business management to discovering a proven, fact-based investment process. Sanjeev shares how his family’s resilience, industry insights, and the power of community shaped his approach to investing—and how Teaminvest’s collaborative model helps members avoid common pitfalls and build lasting wealth.
Key Topics Covered:
- The importance of a personal investment philosophy
- Lessons from a migrant family and building resilience
- The realities of the stockbroking industry: stories vs. substance
- The shift from trading to true business ownership
- Teaminvest’s “circle of competence” and collective wisdom
- The value of community, shared expertise, and disciplined methodology
- How Teaminvest funds and membership support investors at every stage
Timestamps:
00:00 – Introduction
04:00 – Family, migration, and early influences
08:00 – Investing, property, and lessons from the GFC
14:00 – Broking industry realities and capital raisings
20:00 – Business management and investing
24:00 – Discovering Teaminvest’s approach
30:00 – Membership, funds, and collective opportunity
34:00 – Final thoughts & invitation to join
Resources & Links:
Join the Conversation:
- What’s your investment philosophy? Share your thoughts with us on LinkedIn, Facebook, or by email.
Subscribe & Follow:
- Subscribe on Spotify | Apple Podcasts | YouTube
- Follow us on LinkedIn, Facebook
About Teaminvest:
Teaminvest is an ASX-listed financial institution focused on empowering investors through education, rigorous analysis, and a community of like-minded wealth creators.
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